AlphaCore Wealth Advisory
Kirk C. Strawn, CFA has over three decades of experience in the financial industry. Kirk C. currently serves as the Chief Strategy Officer (CSO) for AlphaCore Wealth Advisory and a Senior Wealth Advisor at AlphaCore Capital LLC. In this role, they utilize their extensive experience and proprietary analytics to assist clients in achieving their financial goals and preserving wealth for future generations. Kirk is also a voting member of AlphaCore's Investment Committee.
Prior to their current position, Kirk was the Chief Strategy Officer at AlphaCore Technologies, LLC - MyfactorE from July 2018 to October 2020. Kirk C. played a crucial role in shaping the company's strategic direction.
From 2010 to 2017, Kirk served as the Director at Altegris Investments, where they led the strategy to expand the company's client base and managed the Advisor Services Group. Kirk C. also held various positions throughout their career, including Director at Man Investments from 2001 to 2009, Director of Private Equity Finance Group at ING from 2000 to 2001, Managing Director of Intermediary Sales at Furman Selz Inc from 1996 to 2000, and Financial Consultant at Lehman Brothers from 1989 to 1995.
With their vast experience and expertise, Kirk has contributed significantly to the success of the organizations they have been a part of, and they continue to provide valuable guidance and support to their clients at AlphaCore Capital LLC.
Kirk C. Strawn, CFA earned a BBA degree in Finance from The George Washington University, where they studied from 1985 to 1988. In addition to their undergraduate education, Kirk obtained the CFA (Chartered Financial Analyst) certification from the CFA Institute in September 2002. Kirk C. also holds the CIMA (Certified Investment Management Analyst) certification from the Investment Management Consultants Association, which they achieved in January 1997.
This person is not in any offices
AlphaCore Wealth Advisory
At AlphaCore, we employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, we believe alternative investments should also be incorporated in order to properly diversify a portfolio. Historically, having a large allocation to traditional, long-only asset classes, primarily made up of equities and bonds, was considered the necessary ingredient to forming a well-diversified portfolio. Today, however, the markets have become both increasingly correlated and recent moves in equities and interest rates have become exhausted. As financial advisors, adding alternative investments in a prudent manner can help to provide the proper diversification needed in the decades to come. Our team proudly offers these customized solutions tailored to the unique goals and investment profiles of the families and individuals we serve. To ensure compliance with Rule 206(4)-1 of the Advisers Act: Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Please click here for important information about AlphaCore on social media, https://www.alphacorecap.com/alphacore-social-media
Employees
11-50